Wealthspire Advisors (Maryland)’s EPR Properties EPR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EPR Stock Details EPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-484	Closed	-$37K	–	920
2019 Q1	$37K	Buy	484 +17	+4%	+$1.24K	﹤0.01%	1016
2018 Q4	$30K	Buy	467 +309	+196%	+$21.3K	﹤0.01%	1052
2018 Q3	$11K	Hold	158	–	–	﹤0.01%	1479
2018 Q2	$10K	Hold	158	–	–	﹤0.01%	1531
2018 Q1	$9K	Buy	158 +87	+123%	+$5.04K	﹤0.01%	1605
2017 Q4	$5K	Buy	71 +14	+25%	+$957	﹤0.01%	1821
2017 Q3	$4K	Sell	57 -5	-8%	-$352	﹤0.01%	1841
2017 Q2	$4K	Buy	62 +36	+138%	+$2.62K	﹤0.01%	1818
2017 Q1	$2K	Buy	+26	New	+$1.92K	﹤0.01%	1684

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EPR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of EPR Properties (EPR) in Q2 2019, closing a stake of 484 shares — an estimated $37K sold.

Wealthspire Advisors (Maryland) first reported a position in EPR in Q1 2017 and held it in 9 quarters. The position peaked at $37K in Q1 2019. 416 funds tracked by Wall St. Rank hold EPR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining EPR Properties position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 484 EPR Properties shares in Q2 2019, an estimated $37K.
Wealthspire Advisors (Maryland) first reported a position in EPR Properties in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s EPR Properties position peaked at $37K in Q1 2019.
416 funds tracked by Wall St. Rank held EPR Properties as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.